6 Effective Strategies for Marketing a Bookkeeping Business


By using digital inbound marketing, someone can reach more prospects through the Internet. Your business plan is vital to reality checking all those ideas you have. Forbes Advisor adheres to strict editorial integrity standards. To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by our partners. Add your bookkeeping business to relevant online business directories.

It is true that when you start a bookkeeping business, there is no going back, and once you start getting your work done, everything turns out to be easy. The bookkeeping daybook includes a journal, petty cash book, ledgers, etc. nowadays, computer bookkeeping is in trend. A/C, B/S, Dr, and Cr are some key abbreviations used for an account, balance sheet, debt, and credit respectively.

Once you’ve settled on a business name, you’ll need to register your business in the state in which you will do business. For a bookkeeping business, you may also want to include information regarding your niche and any certifications that you have as well. Bookkeepers are friendly, highly organized, and have strong verbal and written communication skills. Bookkeepers are the silent but powerful heroes of every business.

Hiring Bookkeeper job description

Make it easy for prospects to message you, get a response, and move forward with solving their problem while it’s on their mind. Make it crystal clear how a new client can get started with you. When you hone in on a specific audience, you’ll be able to systemize your operations and more efficiently scale your own internal team. Townsquare may add new partners in the future or terminate its relationship with current partners. Additional resources or tools may exist that streamline the process of submitting opt-out requests–for example, TRUSTe’s Ad Preference Manager.

Christensen studied communications at the University of Washington and history at Armstrong Atlantic State University. Join our free newsletter to get unlimited access to all startup data including startup costs. Our 4,418 case studies show you how ordinary people built businesses to millions in revenue – all starting from a simple idea or side project.

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This is a good way to reach people who no longer read print newspapers. Most local newspapers, television stations and radio stations also have their own websites you can advertise on as well. Create listings for online directory services, such as the Yellow Pages and DexKnows. Online advertising is particularly effective if you offer any kind of remote services that utilize online bookkeeping services and software. 4.2 We share information about you with third parties who partner with us to provide advertisements about products and services that may be of interest to you.

How a Bookkeeper Is Different Than an Accountant

Think about ways you can get involved in your community that will allow you to successfully market your bookkeeping business. This could be pro bono work for a nonprofit organization or other community group. If you don’t feel you have the time to offer your professional services, considering sponsoring a local event or even bidding in a charity auction. Websites like Google, Facebook and Linked In offer ads you can target to specific groups at less inexpensive rates than you will pay for print ads.

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Hearst Newspapers participates in various affiliate marketing programs, which means we may get paid commissions on editorially chosen products purchased through our links to retailer sites. Tap into our library of resources, including courses, live events, trainings and more. Get our 5-minute email newsletter packed with business ideas and money-making opportunities, backed by real-life case studies. Event marketing promotes a brand, product, or service through hosting or attending a real-time event. Affiliate marketing is a type of performance-based marketing where a company compensates a third party for each visitor or customer brought as a result of the affiliate’s marketing efforts.

Please note that e-mail is not encrypted and is not considered to be a secure means of transmitting credit card information, so please do not send us your credit card number by email. 4.6 The Services may allow users to post comments and other content to the Services. Any information about yourself that you post to the Services will become public information and will be accessible by other users of the Services. In addition, your user name will be viewable by other users, along with a profile picture if you have chosen to upload one. We have no responsibility to maintain the privacy or security of any such information that you may choose to post to the Services. 4.3 We may aggregate your information into a form where individuals can no longer be identified.

Relationship Building = Trust Building

1.3 This Policy applies to our Services as described above as well as the information we collect when you interact with us through social media or other websites and online services. A bookkeeping business is one that offers accounting services to other companies spread across different industries. As a bookkeeping business owner, you need to face tough competition. Ads, articles, social posts and speaking gigs are great – but there’s nothing like getting a recommendation. An endorsement from one business owner to another carries a lot of weight.

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Chances are, you’re going to also see the fruit of your time and effort in the near-term. For example, let’s say your target market is entrepreneurs who are just starting out. You’re an expert at helping them set up their books for success. When someone has an accounting question, go above and beyond what’s asked. Professional networking is gradually starting to shift from in-person to online.

Bookkeeping & Accounting Services Flyer

Also, because fewer companies buy print advertisements, if you buy an ad, it will stand out more. The difference between this and the previous marketing strategy is paid advertising. As cliché as it sounds, entrepreneurs sometimes need to spend money to make more money. Some people shun paid digital marketing or advertising thinking, why spend for something that can be done for free? The specific amount you charge your clients for bookkeeping services will depend on your certifications, years of experience and familiarity with the client’s business. Unlike certified public accountants, bookkeepers don’t file tax returns or audit financial statements.

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She has participated in several writing workshops, including the MIT Writing Workshop. Bluest holds a Bachelor of Science in business administration from SUNY Empire State College. Copywriting is the practice of writing text for promotional materials. These materials are used in advertisements and other publicity generating materials, such as press statements. You’ll need some training and certification to become a professional bookkeeper.

At the very least, trusted friends, colleagues, or family members must refer or vouch for a new bookkeeper. Traditional marketing approaches to promoting one’s bookkeeping services, like the ones enumerated above, provide a semblance of legitimacy for new prospects. These provide them with a reasonable basis to believe that a new bookkeeper is trustworthy and capable.

Their most pressing business concerns and questions (including the really basic ones)

Small business owners are always looking for ways to increase their profit margins. If they enjoy working with you and you help them accomplish this, you can bet they’re going to jump at the chance to get a discount while helping their fellow community find a great bookkeeper. Finally, remember that the best advertising is always word-of-mouth.

  • It is profitable because every company needs financial accounting for their day-to-day transactions.
  • You want your business name to reflect you as a person and the type of services you provide.
  • This could be pro bono work for a nonprofit organization or other community group.
  • It’s about making their experience so seamless and simple, they can’t help but tell their friends.
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  • Contact them by sending an e-mail or dialing the contact number that is provided in the advertisement and offer them your services.

They keep tabs on everything and anything to make sure that your company’s finances stay intact, including cash flow statements, bank reconciliations and loss statements. We are looking for a skilled Bookkeeper to maintain our financial records, including purchases, sales, receipts and payments. Paid social media marketing refers to any social media effort that is influenced by advertising dollars. Sales refer to all activities and strategies that lead to the selling of products and services. Marketing your bookkeeping service is certainly not easy, but there are many ways to promote and advertise your bookkeeping service. Bookkeeping can only be done by those who are great at accounting and maintaining finances.

Check out business groups on social media and advertise your service in them through comments or posts. They can also refer your bookkeeping services to friends and colleagues who own a small or medium-sized business. They are the best source to get referrals in the initial phase when you start to operate your business. Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances.

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It is indeed a very risky task, to begin with, but you need to gain all the courage and get debits and creditsed with it. Get the free book, “Double Your Accounting Firm” from Jetpack Workflow. It’s based on hundreds of interviews with real bookkeeping firm owners who have successfully grown their client base. It’s not just about making it easy for prospects to sign up with you. It’s about making their experience so seamless and simple, they can’t help but tell their friends.

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